← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
951	KA Kintegral Advisory New York	$458K	$0	1	0.09%	Maintained
952	TCM Tuttle Capital Management Riverside, Connecticut	$458K	+$431K	1	0.12%	New
953	CC Courier Capital Buffalo, New York	$452K	+$190K	2	0.06%	Increased
954	Mercer Global Advisors Denver, Colorado	$447K	-$340K	2	0.01%	Reduced
955	CCM Crabel Capital Management Los Angeles, California	$441K	+$416K	1	0.26%	New
956	CAM Chesapeake Asset Management New York	$434K	-$86.5K	1	0.82%	Reduced
957	SI Sensato Investors San Francisco, California	$432K	+$419K	1	0.16%	New
958	BOH Bank of Hawaii Honolulu, Hawaii	$430K	+$62.8K	1	0.03%	Increased
959	Park Avenue Securities New York	$430K	+$417K	1	0.02%	New
960	SNT Security National Trust Wheeling, West Virginia	$424K	$0	3	0.13%	Maintained
961	BUB BBVA USA Bancshares Houston, Texas	$422K	+$2.3K	1	0.03%	Increased
962	DY Dowling & Yahnke San Diego, California	$414K	+$29.1K	1	0.03%	Increased
963	ANBT American National Bank & Trust Wichita Falls, Texas	$413K	-$8.21K	1	0.13%	Reduced
964	PK Pflug Koory Omaha, Nebraska	$408K	-$94.3K	3	0.31%	Reduced
965	WCM Washington Capital Management Seattle, Washington	$405K	-$131K	1	0.4%	Reduced
966	P Pitcairn Conshohocken, Pennsylvania	$400K	-$164K	1	0.04%	Reduced
967	CCP Clarkston Capital Partners Rochester, Michigan	$396K	$0	1	0.01%	Maintained
968	MFG Monte Financial Group Guilford, Connecticut	$396K	-$111K	1	0.32%	Reduced
969	FP Factorial Partners Mt. Kisco, New York	$395K	+$13.5K	1	0.38%	Increased
970	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$395K	+$1.44K	1	0.04%	Increased
971	MA MANA Advisors New York	$395K	+$91.6K	1	1.67%	Increased
972	Jones Financial Companies Des Peres, Missouri	$382K	+$23.4K	1	0%	Increased
973	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$380K	$0	1	0.14%	Maintained
974	Heritage Investors Management Corp Bethesda, Maryland	$376K	-$4.92K	1	0.02%	Reduced
975	Summit Trail Advisors New York	$376K	+$173K	1	0.13%	Increased